Ricky Cecchini
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Recent activity by Ricky Cecchini-
Setting Up the Slack Webhook
Webhooks in CloudRadial can be triggered when users submit tickets or feedback. You can use the Slack webhook to directly send notifications to a channel in Slack. Note: Company tokens are accepted...
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Using Report Archives
Report archives serve as repositories for reports of any kind that you want to send into the portal for easier client and account management visibility. About Report Archives Setting Up Company-S...
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The Daily Digest
OverviewThe Daily Digest consolidates ticket activity from the past 24 hours into a single email so a user receives one summary instead of multiple per-ticket notifications. This is useful for end ...
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Using the Calendar Feature
Under the Company section of the feature set, CloudRadial has a Calendar function. About the CloudRadial Calendar Adding a Calendar Removing a Calendar About the CloudRadial Calendar The Calendar...
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Using the Messaging Feature
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Using the Client Scoring Feature
First planner video: https://youtu.be/LKSmC6R_irQ Second planner video: https://youtu.be/z-TwTX91tcU
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Using the Meetings Feature
Pulling the QBR Report: https://youtu.be/fsWICCuuOBk Transcription Today we'll cover how to set manage meetings within CloudRadial meeting with your clients is critical to building lasting and fru...
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Customizing Question Templates
Transcription Today we'll be learning about question templates.As the name implies, question templates let you create standardized question lists that you can then apply among tickets.You likely h...
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Using the "Edit All" Function
Transcription Today, we'll look at the edit all function when CloudRadial. The edit all function is an easy way to add multiple clients to different feature sets or company groups in one fell swoo...
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Using The Planner CloudRadial UCP
The Planner is critical for helping clients understand what you can do for them as well as why you recommend different services and solutions. It's also useful for spotting issues that need to be d...